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First Personal Financial Services’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

First Personal Financial Services’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$710K Sell
13,480
-342
-2% -$17.8K 0.15% 79
2024
Q2 		$708K Buy
13,822
+360
+3% +$18.4K 0.16% 78
2024
Q1 		$690K Buy
13,462
+85
+0.6% +$4.35K 0.16% 73
2023
Q4 		$686K Buy
13,377
+60
+0.5% +$3.01K 0.17% 72
2023
Q3 		$664K Buy
13,317
+390
+3% +$19.5K 0.17% 70
2023
Q2 		$649K Buy
12,927
+756
+6% +$38.1K 0.16% 72
2023
Q1 		$615K Buy
12,171
+2,900
+31% +$146K 0.16% 73
2022
Q4 		$462K Sell
9,271
-545
-6% -$27K 0.13% 77
2022
Q3 		$484K Hold
9,816
– – 0.14% 80
2022
Q2 		$496K Sell
9,816
-30
-0.3% -$1.53K 0.14% 77
2022
Q1 		$509K Sell
9,846
-22
-0.2% -$1.16K 0.12% 81
2021
Q4 		$532K Sell
9,868
-532
-5% -$28.8K 0.12% 82
2021
Q3 		$568K Buy
10,400
+810
+8% +$44.4K 0.14% 81
2021
Q2 		$526K Buy
9,590
+80
+0.8% +$4.38K 0.13% 79
2021
Q1 		$520K Buy
9,510
+705
+8% +$38.7K 0.14% 78
2020
Q4 		$486K Sell
8,805
-125
-1% -$6.87K 0.14% 76
2020
Q3 		$490K Buy
8,930
+353
+4% +$19.4K 0.16% 75
2020
Q2 		$469K Buy
8,577
+284
+3% +$15.3K 0.16% 78
2020
Q1 		$434K Buy
8,293
+193
+2% +$10.3K 0.17% 80
2019
Q4 		$434K Sell
8,100
-958
-11% -$51.4K 0.14% 89
2019
Q3 		$486K Sell
9,058
-8,569
-49% -$458K 0.15% 90
2019
Q2 		$942K Buy
17,627
+419
+2% +$22.2K 0.27% 79
2019
Q1 		$909K Sell
17,208
-264
-2% -$13.8K 0.28% 81
2018
Q4 		$902K Sell
17,472
-368
-2% -$19K 0.31% 73
2018
Q3 		$925K Buy
17,840
+4,340
+32% +$225K 0.29% 78
2018
Q2 		$700K Sell
13,500
-350
-3% -$18.1K 0.23% 90
2018
Q1 		$719K Buy
13,850
+6,000
+76% +$312K 0.16% 119
2017
Q4 		$410K Sell
7,850
-284
-3% -$14.9K 0.08% 169
2017
Q3 		$428K Hold
8,134
– – 0.09% 155
2017
Q2 		$428K Buy
8,134
+3,350
+70% +$176K 0.09% 154
2017
Q1 		$252K Sell
4,784
-400
-8% -$21K 0.06% 170
2016
Q4 		$272K Hold
5,184
– – 0.07% 161
2016
Q3 		$274K Hold
5,184
– – 0.08% 142
2016
Q2 		$275K Sell
5,184
-1,010
-16% -$53.3K 0.09% 137
2016
Q1 		$326K Sell
6,194
-110
-2% -$5.77K 0.16% 103
2015
Q4 		$330K Sell
6,304
-550
-8% -$28.9K 0.19% 101
2015
Q3 		$361K Buy
6,854
+172
+3% +$9.04K 0.22% 94
2015
Q2 		$352K Sell
6,682
-2,704
-29% -$143K 0.21% 97
2015
Q1 		$496K Sell
9,386
-10,074
-52% -$530K 0.3% 83
2014
Q4 		$1.02M Buy
+19,460
New +$1.02M 0.6% 59

Other funds holding IGSB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

First Personal Financial Services's IGSB Position: Q3 2024 in Review

First Personal Financial Services reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 2.5% in Q3 2024, selling an estimated $17.8K and leaving 13,480 shares worth $710K. The position accounts for 0.15% of the portfolio, ranked #79.

First Personal Financial Services first reported a position in IGSB in Q4 2014 and has held it in 40 quarters since. The position peaked at $1.02M in Q4 2014. 890 funds tracked by Wall St. Rank hold IGSB as of Q3 2024.

  • First Personal Financial Services held 13,480 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $710K as of Q3 2024.
  • First Personal Financial Services sold 342 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $17.8K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.15% of First Personal Financial Services's portfolio in Q3 2024, its #79 holding.
  • First Personal Financial Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2014 and has held it in 40 quarters since.
  • First Personal Financial Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.02M in Q4 2014.
  • 890 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.